Fidelity Investments
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Fidelity Investments’s Pimco California Municipal Income Fund PCQ Stock Holding History

Fidelity Investments’s Portfolio PCQ Stock Details PCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$9 – 5572
2024
Q1 		$9 Buy
+1
New +$9 ﹤0.01% 5272
2023
Q4 		– Sell
-1
Closed -$8 – 5593
2023
Q3 		$8 Buy
+1
New +$10 ﹤0.01% 5199

Other funds holding PCQ

Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments's PCQ Position: Q2 2024 in Review

Fidelity Investments sold out of Pimco California Municipal Income Fund (PCQ) in Q2 2024, closing a stake of 1 share — an estimated $9 sold.

Fidelity Investments first reported a position in PCQ in Q3 2023 and held it in 2 quarters. The position peaked at $9 in Q1 2024. 47 funds tracked by Wall St. Rank hold PCQ as of Q2 2024.

  • Fidelity Investments reported no remaining Pimco California Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Pimco California Municipal Income Fund share in Q2 2024, an estimated $9.
  • Fidelity Investments first reported a position in Pimco California Municipal Income Fund in Q3 2023 and held it in 2 quarters.
  • Fidelity Investments's Pimco California Municipal Income Fund position peaked at $9 in Q1 2024.
  • 47 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2024.

Based on Fidelity Investments's 13F filing for Q2 2024, filed 13 Aug 2024.